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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The information provided to Tom on September 23 made me wonder about this company, specifically that it’s operating earnings has not covered its dividend for the last 12 months.

I am not a fan of EBITDA which you consider to be a better indicator of the financial situation. Does not INTEREST affect cash flow and the ability to pay dividends ?

You indicate that cash flow varies widely with water levels and electrical generation. With climate change ( drought and floods ) being a significant factor to operating cash flow, should I not be concerned ?

BEP.UN is close to 10 % weighting across my different accounts.

Thanks. Derek
Read Answer Asked by Derek on September 26, 2024
Q: Which stocks is best to buy now: BCE or RSI.TO

thanks, jean guy
Read Answer Asked by Jean Guy on September 24, 2024
Q: A number of years ago I held Timbercreek, and got the nice dividend plus some minor capital gains before selling. I am now looking at it again - or something similar like FN or MKP. Could you comment on the outlook for the mortgage companies in general in the current environment (assuming rates continue to go down), and also if we should enter a recession. Would you buy one of these companies today, with income the primary objective, and how (and why) would you rank these 3? Is there a better option in this category?
Thank-you
Read Answer Asked by grant on September 23, 2024
Q: Hi Team. With interest rates on the decline I'm thinking REIT's will become more popular. Also concerned with Telus's struggles so thinking of selling Telus and purchasing equal amounts of Dream Industrial REIT and Granite REIT with the sale proceeds. Would you have any concerns with this?
Read Answer Asked by MATHEW on September 23, 2024
Q: Hi 5i Team, I Have two questions following today's significant deal between BCE and Rogers.

1- Market reaction was a bit negative on Rogers stock following the deal with BCE, What would be the trigger point to take a position in Rogers following that deal should Rogers stock keep falling.

2 Following that deal between these two giants, which company would you consider the best deal BCE or RCI.B at current levels?

Thx for your opinion.

Michel
Read Answer Asked by Michel on September 20, 2024
Q: I hold Bep.un however BEPC has outperformed they are both same so why there is a big difference they both pay almost same dividend. Should I move to BEPC

Thanks for the great service
Read Answer Asked by Hector on September 19, 2024
Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna
Read Answer Asked by Donna on September 19, 2024
Q: Given the announcement today of BCE selling its interest in MLSE, the market seems to be reacting somewhat positively to the news - I’m curious as what do you think is a comfortable level of debt that the market is looking for? How much more assets do you think the market would like BCE to shed and apply to debt reduction??
Read Answer Asked by Mark on September 19, 2024
Q: assume you meant US$3,5 B for sale of MLSE. does this mean closer to 14% reduction in debt?
Read Answer Asked by Scott on September 18, 2024
Q: What do you think of FRU.ca vs NPI at these levels for a long term hold? Are there tax consequences for a royalty company I should be aware of?

I own CNQ, ENB, CPX, H and a little HSP already but I'm finding it hard to resist the dividends (and hopefully growth) of FRU and NPI. Should I add to one of the companies I already own or buy NPI or FRU as well?
Read Answer Asked by Graeme on September 18, 2024
Q: Can you suggest 2 or 3 U.S. dividend ETFs that trade in U.S. dollars ? Preferably low volatility. Thanks. Joe
Read Answer Asked by Joseph on September 18, 2024
Q: For a long-term hold can you list the top 5 utilities in Canada, that you would recommend. TY
Read Answer Asked by Gerald on September 17, 2024